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Goldman Sachs Wealth Services, L.p. CRD 106693
$31.7B regulatory AUM 89,850 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Le Moyne College | Syracuse | NY | 09/2023 | 05/2024 |
| The Brewster Inn | Cazenovia | NY | 06/2017 | 07/2024 |
| Bhg Financial | Syracuse | NY | 03/2022 | 08/2022 |
| Camp Dudley | Westport | NY | 08/2016 | 08/2019 |
| Meadow Wood Farms | Cazenovia | NY | 09/2016 | 06/2017 |
| High School Student | Cazenovia | NY | 07/2014 | 09/2016 |
| Goldman Sachs & Co. Llc | New York | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-13 |
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